NAPFA Fall 2025 National Conference Agenda

Wednesday September 3, 2025

1:00 PM – 3:00 PM
Preconference - Ethics: CFP® Board Revised Code/Standards*

Member: $0 /Non-member: $0

Speakers:
Linda Leitz PhD, CFP, EA, CDFARichard Salmen
Location:
Declaration AB
Educational Credits
2
2
2
Regulatory Ethics

Thursday September 4, 2025

10:15 AM – 11:15 AM
Compliance of Today for RIAs in AI and Digital Assets
Speakers:
Lori Neidel
Location:
Independence East
Educational Credits
1
1
1
Information Technology
Domestic Asset Protection Trusts (DAPTs) and Special Power of Appointment Trusts (SPATs)
Speakers:
Wayne Zell
What Every Financial Planner Should Know About Today’s Property Insurance Crisis
Speakers:
Michelle Hirsch
Educational Credits
1
1
1
Specialized Knowledge
10:15 AM – 11:30 AM
Financial Do’s and Don’ts for Americans Abroad
Speakers:
Lauris Lambergs
Educational Credits
1
1
1
Specialized Knowledge
11:30 AM – 12:30 PM
Advanced LGBTQ+ Planning
Speakers:
Michelle Wilson
Location:
Franklin
Educational Credits
1
1
1
Specialized Knowledge
Don’t Just Ride It Out – DO SOMETHING!

Proactive Planning Strategies to Calm Clients Nerves

Speakers:
Judson Meinhart
Location:
Declaration AB
Educational Credits
1
1
1
Specialized Knowledge
Pursuing Your Passion - Building A Successful Niche Practice
Speakers:
Jen DawsonMichael Walther MBA, CPA/PFS, CFP®, CFA®
Location:
Independence East
Educational Credits
1
1
Communications & Marketing
The Fiduciary Standard is Dying at the SEC -- Fee-only Planners Can Save it
Speakers:
Knut Rostad
Location:
Farragut Square
Educational Credits
1
1
Specialized Knowledge
Unique Estate Planning Considerations for Non-Traditional Families
Speakers:
Kaitlyn Metscher
Location:
Lafayette Park
Educational Credits
1
1
1
Specialized Knowledge
12:00 PM – 12:00 PM
Financial Therapy! What, Why, When, Where & How?
Speakers:
Elana Feinsmith
Educational Credits
1
1
1
Specialized Knowledge
1:45 PM – 2:45 PM
A New Solution for Big Stock Gains: 351 ETF Conversions
Speakers:
Meb Faber
Location:
Declaration AB
Educational Credits
1
1
1
Specialized Knowledge
Financial Considerations when Planning for Active Duty Military Members
Speakers:
Rebecca Noss
Location:
Farragut Square
Educational Credits
1
1
1
Specialized Knowledge
Stupid in Love: Intentional Estate Planning for Married Couples
Speakers:
Brian Balduzzi JD, Tax LL.M., MBA, CFP®
Location:
Independence East
Educational Credits
1
1
1
Specialized Knowledge
The Backdoor Path to Early Retirement
Speakers:
Erik Carter
Location:
Franklin/McPherson
Educational Credits
1
1
1
Specialized Knowledge
Unique Liability Exposures of the Affluent
Speakers:
Aryn Johnson
Location:
Lafayette Park
Educational Credits
1
1
1
Specialized Knowledge
3:15 PM – 4:15 PM
From Advice to Action: Building Action Plans That Drive Results
Speakers:
Nathan Ricks
Location:
Lafayette Park
Educational Credits
1
1
1
Specialized Knowledge
International Issues for the Domestic Planner
Speakers:
Brian Wruk
Location:
Declaration AB
Educational Credits
1
1
1
Specialized Knowledge
Navigating Senior Living: Understanding the Options
Speakers:
Ginger NoceKristy Kennedy
Location:
Farragut Square
Educational Credits
1
1
1
Specialized Knowledge
Preparing for the Next Generation - Navigating the Generation Skipping Transfer (GST) Tax
Speakers:
Patrick Carlson
Location:
Franklin
Educational Credits
1
1
1
Specialized Knowledge
Understand your SEC Audit - What are Regulators Really Looking For?
Speakers:
Christopher Brown
Location:
Independence East
Educational Credits
1
1
1
Regulatory Ethics

Friday September 5, 2025

10:15 AM – 11:15 AM
Asset Protection from A to Z
Speakers:
Alan Gassman JD, LL.M., AEP®
Location:
Farragut Square
Educational Credits
1
1
1
Specialized Knowledge
Creating Investment Policy Statements that Matter
Speakers:
Philip Mock
Location:
Lafayette Park
Educational Credits
1
1
1
Specialized Knowledge
How to Prepare for 8-Figure Clients
Speakers:
Jason Howell
Location:
Declaration AB
Educational Credits
1
1
Specialized Knowledge
Integrating Digital Assets (Crypto): Practical Strategies for Advisors
Speakers:
W. Phil Ratcliff
Location:
Franklin
Educational Credits
1
1
1
Specialized Knowledge
10:15 AM – 11:30 AM
401(k) Plans: Gold Mine or Land Mine
Speakers:
Amir NoorRyan McPhetridge
Location:
Independence East
Educational Credits
1.5
1.5
1.5
Specialized Knowledge
11:30 AM – 12:30 PM
Beyond the Balance Sheet: Legacy Planning for Generational Wealth
Speakers:
Matthew Barnard
Location:
Declaration AB
Educational Credits
1
1
1
Specialized Knowledge
Designing Financial Plans for First-Gen Wealth Builders: Systems, Cash Flow & Cultural Comple
Speakers:
Chukwudi Uraih
Location:
Lafayette Park
Educational Credits
1
1
1
Specialized Knowledge
How Advisors Can Compliantly Leverage AI
Speakers:
Thomas Clawson
Location:
Franklin
Educational Credits
1
1
1
Information Technology
Qualified Small Business Stock
Speakers:
David Flores Wilson
Location:
Independence East
Educational Credits
1
1
1
Specialized Knowledge
Tax and Practical Planning with Family Installment Sales and Qualified Personal Residence Trusts
Speakers:
Alan Gassman JD, LL.M., AEP®
The Power of Qualified Personal Residence Trusts (QPRTs)
Speakers:
Alan Gassman JD, LL.M., AEP®
Location:
Farragut Square
12:00 PM – 12:00 PM
Advising Business Owners: 5 Key Drivers to Build More Profitable, Sellable Companies
Speakers:
Deborah Meyer
Educational Credits
1
1
1
Specialized Knowledge
1:45 PM – 2:45 PM
ABC, Easy as 123? Understanding Trust Alphabet Soup
Speakers:
Andrew Kulha
Educational Credits
1
1
1
Specialized Knowledge
Divorce Issues in Financial Planning
Speakers:
Linda Leitz PhD, CFP, EA, CDFA
Location:
Independence East
Educational Credits
1
1
1
Specialized Knowledge
Health Insurance for the Self-Employed: A CFP’s Guide to Smarter Planning
Speakers:
Matt Allen
Educational Credits
1
1
1
Specialized Knowledge
3:15 PM – 4:15 PM
Beyond Spreadsheets: Practical No-Code Tools for Next-Level Financial Planning Efficiency
Speakers:
Matthew Barnard
Educational Credits
1
1
Information Technology
Build relationship with CPAs
Speakers:
Robert Persichitte
Location:
Independence East
Educational Credits
1
1
Specialized Knowledge
Experts in Aging Well: Care Managers & Your Aging Client
Speakers:
Chanel GloverJennifer Szakaly
Location:
Franklin
Educational Credits
1
1
1
Specialized Knowledge
Navigating The Changing College Funding Landscape for Advisors and their Clients
Speakers:
Joe Messinger
Location:
Farragut Square
Educational Credits
1
1
1
Specialized Knowledge
Reframing Latino Financial Discipline: A Trauma-Informed Approach to Financial Wellness
Speakers:
Jasmine Ramirez
Educational Credits
1
1
1
Specialized Knowledge

Saturday September 6, 2025

7:00 AM – 7:30 AM
IAR CE Add-on
8:45 AM – 9:30 AM
Navigating Divorce Financial Planning Pitfalls
Speakers:
Jamie Lima
Location:
Franklin
Educational Credits
1
1
1
Specialized Knowledge
8:45 AM – 9:45 AM
Beyond the Wrapper: Personalized Portfolios for Cost Savings and Client Confidence
Speakers:
Patrick ShaddowSarah Grieco
Location:
Farragut Square
Educational Credits
1
1
1
Specialized Knowledge
Integrating Mediation Skills into Planning Practice: Better Conversations, Stronger Relationships
Speakers:
Leah Hadley
Location:
Lafayette Park
Educational Credits
1
1
1
Communications & Marketing
MAPTs and BDOTs - How They Work and When to Use Them
Speakers:
Scott Levin J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
Location:
Independence East
Educational Credits
1
1
1
Specialized Knowledge
8:45 AM – 10:45 AM
2025/26 Tax Law Update
Speakers:
Greg Will
Location:
Declaration AB
Educational Credits
2
2
2
2
Taxes
9:50 AM – 10:50 AM
Bridging Academia and Practice: A New Theory of Goal Setting in Financial Planning
Speakers:
Brendan Pheasant
Location:
Lafayette Park
Educational Credits
1
1
Specialized Knowledge
Estate Planning - The Value of a "Credit Shelter Trust" with a $13,990.000 Estate Tax Exemption
Speakers:
Robert Maloney
Location:
Independence East
Educational Credits
1
1
1
Specialized Knowledge
Navigating Estate Planning with Childfree Clients
Speakers:
Jay ZigmontMaddy Roche
Location:
Franklin
Educational Credits
1
1
1
Specialized Knowledge
Who Pays the Tax? Modeling IRA distributions in a post-SECURE Act environment
Speakers:
John Gjertsen
Location:
Farragut Square
Educational Credits
1
1
1
1
Specialized Knowledge
11:00 AM – 12:00 PM
AI & Cyber: Protecting Clients & Your Firm
Speakers:
Bruno Bianchi
Location:
Independence East
Educational Credits
1
1
1
Information Technology
Financial Planning for Short-Term Vacation Rentals
Speakers:
Cynthia Meyer
Location:
Farragut Square
Educational Credits
1
1
1
Specialized Knowledge
What's happening in the 529 plan space?
Speakers:
Scott Morrison
Location:
Declaration AB
Educational Credits
1
1
1
Specialized Knowledge

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